MCM
HRB icon

MV Capital Management’s H&R Block HRB Stock Holding History

MV Capital Management’s Portfolio HRB Stock Details HRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.02K Buy
32
+25
+357% +$871 ﹤0.01% 864
2025
Q4 		$306 Buy
+7
New +$327 ﹤0.01% 982
2018
Q1 		– Sell
-350
Closed -$9K – 364
2017
Q4 		$9K Sell
350
-286
-45% -$7.42K ﹤0.01% 262
2017
Q3 		$17K Sell
636
-238
-27% -$6.91K ﹤0.01% 213
2017
Q2 		$27K Sell
874
-163
-16% -$4.28K 0.01% 186
2017
Q1 		$24K Buy
1,037
+121
+13% +$2.71K 0.01% 190
2016
Q4 		$21K Buy
916
+143
+18% +$3.27K 0.01% 192
2016
Q3 		$18K Buy
773
+276
+56% +$6.46K 0.01% 196
2016
Q2 		$11K Buy
+497
New +$11.1K ﹤0.01% 219

Other funds holding HRB

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return